- Broker Letter Regarding UBTI: Unrelated Business Income held in an IRA
- Results of my experiment after one year
- Total Years of Work
- RMDs when contigent beneficiary
- IRA Investors Avoiding the Panic Button
- Yet another SS question
- Bonus - Save or Spend
- Estimating Social Security
- Quicken and TurboTax on Mac
- Leaving 401K $$$ with company post Retirement
- High(er)-rate CD deals
- Independent Contractor Roth IRA?
- Question for any CalPERS members out there.
- One year anniversary
- Amended tax return stuck in no mans land.
- Medical algorithms applied to SWR
- 8606 Non-ded IRA and SEP
- SPIAs: Terrible investments, ok insurance....discuss
- Difference between Turbotax Deluxe and Premiere?
- Help with decision
- Time to revisit club membership$?
- ACA subsidy cliff and income estimates
- ACA Strategies...
- Oil - stock market
- Fidelity offering up to a 10% IRA contribution match
- Poll:How to pay for Unexpected expenses?
- Younger folks (less than 45), what are YOU doing?
- A Test of ER Resolve
- CD vs Dividends on Stocks
- Selling Fund with Tax Loss
- Downloading Amazon transactions
- Cost Basis on Vanguard Acts.
- Anyone buying GOLD or GOLD miners
- Has Scrooge been wrongly demonized?
- How/Where did you learn?
- New Reverse Mortgage Ruling - Younger Spouses Protected
- Rebalancing and ensuing mayhem?
- Younger retirees... Your game plan?
- Looks like the Party is over
- Fidelity money market sweep fund goes away.
- Allocating Withdrawals-Married Couple
- Survivorship Life Insurance
- Roth ira investments in savings account each month?
- making asset allocation changes
- Rocky start of 2016
- Has anyone heard from Imoldernu?
- Retirement This Year - What to do with a windfall?
- Hacked 3 times in 2015
- The couple said their returns averaged 5% for the last three years...
- Powerball queston
- Royal Bank of Scotland Says "Sell Everything"
- What is mean by the "Annuitization Hurdle"?
- Need advice: Tax efficient funds in Taxable Brokerage Account?
- Do you know/monitor your annuitization hurdle?
- Positives of low oil
- Keeping track of receipts and expenses for side business
- Shared auto leasing
- Retirement Reality
- Vanguard Total Bond Market (VBMFX)
- Your Best Performing Fund Last Year?
- Powerball at $1.3 Billion...dreaming gets bigger
- Any Owners here do short stay rentals thru Homeaway?
- New Vanguard account structure
- question about early in retirement and distributions
- How Would You Handle All That Money If You Won?
- Not fond of annuities
- I keep telling myself "it's better to retire when the market is down"...
- A favorite blogger: Can I Retire Yet?
- Win the Powerball, what would you change?
- Powerball at least 800 million,are you playing and how many tickets will you buy?
- Recently Retired. Looking at increasing equities
- Fed front=ended this Market
- Self-Sustained Kids?
- Again: New car lease vs.buy
- When you had become self sustained.
- Poll: Monthly income streams (please read before voting)
- Shutting off reinvesting Dividends in taxable account
- How I handle a market downturn
- The 2016 market, my current financial picture and what to do with the tax-refund?
- Either an amazing pension or a good pension.
- WR vs dividend yield
- Would you do this?
- Transitioning to a Portfolio Appropriate for Age 80 and Older
- IRA One Rollover Per Year Rule
- Drop term life insurance when nearing FIRE?
- Comparing Lazy Portfolios
- Need advice on increasing bond allocation
- Track spending on a mac
- Interesting read on uniform retirement ages
- Should I be using Quicken?
- Tax Savings IRA?
- 2016 YTD investment performance thread
- Maryland Pension Exclusion
- 72t set up & low risk investment options.
- Bank frustration
- Rebalancing
- New Fidelity Credit Card
- what to do with cd
- Withhold Taxes From Pension Payments?
- Mutual fund did not distribute dividends?
- How do you do estimated taxes ?
- Updated: history of SP500 off major lows
- Help me figure this out, please
- Calculating tax due on Mutual Fund sale
- Question on Bucket Strategy and Withdrawls
- withdrawal percentages from assets
- Rethinking pension options
- Networth Article says $946K NW at 90 percentile
- Unintentional market timer
- I don't think I'll be using ETFs after all.
- Help With In-Law's Finances
- Conversions Beyond 15%
- Retirement Budget
- Rebalancing and Withdrawal Strategies
- 2015 Expenses
- Quicken 2016 Mac and Turbotax Discount
- Poll: S&P 500 2016
- How much to save for RE
- NYC Carpenter Union retirees come in
- 2nd time portfolio shows a loss
- Poll:Homeowners Insurance Deductible?
- USA Today Comments
- Turbotax Deluxe vs Premier
- Annualized Withdrawls in 2046 and Inflation - YIKES!
- LLC Solo 401k/profit-sharing
- Invest all net worth pre-FIRE or spread out over time post-FI?
- $75k for an 18 y/o entering college - what would you do?
- How to sell Vanguard Wellington --help!
- Insurance!!!
- Poll: How Will You Do Your 2015 Taxes?
- H&R Block sale
- Vanguard not reporting realized gains/losses since account "upgrade"
- Roth IRA assistance please
- Not a market timer but!!??
- Buy some TIPS? Could inflation accelerate?
- What to do with portfolio when pension covers expenses.
- Taxable account - mutual fund choice?
- Medallion stamps
- Best Android budgeting app
- Nice Surprise!
- Rethinking DRIP @ TDameritrade
- Evaluating various withdrawal strategies
- TurboTax available on Fidelity's site
- What to do with budget surplus
- Social Security Benefits
- State income tax return question
- Should I live abroad to speed up my FIRE?
- Poll: COLA~ What % is Yours?
- Inheritance question
- Dealing with Risk in Retirement.
- Joint owner with survivorship
- Question re: Roth 401k early withdrawal
- Rerfx
- A little help on my pension decision
- My dividend portfolio
- Time to switch auto insurance again
- Is life-only pension OK in my circumstance?
- Annuity & Financial Product Sales
- New Years planning
- How to think about a cash balance pension
- Anything to lose by reallocating now?
- What would you do with 250K in cash?
- Social Security Retroactive Benefits
- Fire ?
- Company annuity question
- Question about Umbrella Policy
- Social Security benefit increase
- Quicken 2016 and TurboTax 2015 Download
- Poll:Have you been a Scrooge to reach FIRE ?
- Block Ten Buck Offer
- Tax Free Charitable Retirement Distributions Made Permenant
- So, here I am
- Nook Free Friday Book: Uncharted
- Another downside of active funds : Distributions!
- Vanguard on lower interest rates
- Projected Vanguard distributions for 2015
- End Game Preparations
- Wellesley 2.84% drop vs. 2.4% distribution
- Would you get back into VGELX?
- SS online calculator
- Set up accounts as gift location for kids?
- ETFs with capital gains in 2015
- Thoughts on the Fed Rate increase?
- Credit Karma
- Is VGTSX appropriate for a ROTH IRA
- Experience with (not) State Farm, Allstate
- 403b Transfer to Vanguard Wellesley
- CD rates going up?
- There are still some good managers out there!
- Lawn treatment service - worth it?
- Nieces and nephews holiday gifts
- iShares Year End Estimated Distributions
- ROTH 403b and 457b with the Legend Group
- Good sources for CDs?
- new fidelity social security tool
- How Much Is Enough for Game Over Won!!
- Asset Value at ER
- Do you spend dividends in taxable accounts or reinvest
- What benefits do you receive
- A review of basic withdrawal stratagies in retirement.
- Need help on capital gains from real estate sale
- Unexpected Dithering
- First Few Years of RE: Net Worth Rise or Fall?
- Market Volatility isn't the only road to portfolio depletion
- Advice For Selling Home
- "High" Yield Savings or Checking
- Currency
- First timer seeking advice
- Margin - Interactive Brokers
- Vanguard MF Dividends
- Fuel Points
- Apparently 'Manage Your Finances Like a Pro'
- Question for TaxAct users
- Rollover to SEP-IRA or Trad IRA
- Aspiration Bank -- What do you think about it?
- I need some guidance, please
- NFCU 20 and 30 Month CDs
- Cash or loan
- Do cord-cutters pay more everywhere?
- Do IRAs have less liability protection than 401Ks?
- Running out of money vs. Too much money but couldn't enjoy it
- Generating Retirement Income from Bonds
- Define "good"
- Possible to Avoid State Tax on Severance?
- Quicken 2016
- Poll:What type of millionaire are you?
- Portfolio tracking website
- Can I re-characterize a Roth Conv if the account is closed?
- $95000 no taxes
- Fund End of Year Capital Gains Distribution Question
- Pay for braces upfront?
- New Social Security Calculator from CFPB
- 10% Cash Back W/ Chase Freedom Card Offer
- Rental Properties - in LLC or Living Trust or both
- Vanguard may have to raise fees!
- Which Turbotax should I be using?
- Closing credit cards
- Increase WR now and drop it down later
- Unspoken Risks In Using A Roth
- That giant sucking sound is Vanguard
- Planning ER – which to contribute- Roth 401K or 401K? Why? Why not?
- question on long term capital gains
- What are you seeing in the economy?
- Has Firecalc ever been wrong for you? Do you trust it 90%?
- TT and Vanguard
- Sharing a logon vs separate with access permissions
- Selling House FSBO?
- Vanguard fund transfers
- SS at 66 or 70 - not such an easy question?
- Mutual Fund Distribution Dates / Amounts?